+38.2%
MSCI vs BBAI
-70.8%
+109.0%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.0% | +1.7% | -0.3% |
| 7D | +0.4% | -4.3% | +4.7% | +0.4% |
| 30D | +0.6% | -3.6% | +4.2% | +0.6% |
| 3M | -7.1% | -38.8% | +31.7% | -6.8% |
| 6M | +0.8% | -23.8% | +24.6% | +1.0% |
| YTD | +1.0% | -45.9% | +46.9% | +1.3% |
| 1Y | +4.3% | -40.8% | +45.1% | +4.5% |
| 3Y | +9.9% | +69.8% | -59.8% | +9.2% |
| 5Y | -6.8% | -70.3% | +63.6% | -4.3% |
| All | +38.2% | -70.8% | +109.0% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BBAI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling